DIY Site Review + Summer Cleaning Keeping Your System Running Smoothly

1. DIY Site Review + Summer CleaningKeeping Your System Running Smoothly Rachel & Kevin

2. Session Starters • Please silence your cell phones • When asking questions please clearly state your name and where you are from • Try to hold questions for Question Breaks • A link where you can download the PowerPoints will be available after the conference for review, but take notes! • Sit back, relax and let’s have some fun

3. Welcome Our Panelists Erica Lake Vicki Hamby Assistant Director for Employer Relations of the Career Center, University of South Carolina Career Center Associate Director of the Career Center, University of South Carolina

4. Disclaimer • This is an advanced session! We hope you… • Know the basics of the system • Have your own processes but are looking for new ideas • Are looking for ways to keep your database clean • Want to utilize more features in the system

5. What is a Site Review? • Q: What is a Site Review? • A comprehensive report and discussion concerning your CSO site. • We suggest completing a site review with your CRM at least once every 2-3 years. • If you’re a DIY-er, try your hand at completing a site review on your own with our tips!

6. What we’re covering today… • Getting benchmark data from your site • Commonly unused tools • Additional features • Popular updates to profiles and menus • How to avoid duplicates • Disclaimer statements • Best practices • Site maintenance

7. Today’s Session Will Include… DIY Site Review Items Summer Cleaning Tips Each slide is labeled, look carefully

8. Getting Benchmark Data from your site • Databases to Review: • How many admins do you have within your site? How many active, how many inactive, how many have supervisor access? • How many students within your site- Active, inactive • How many employers/employer contacts within site - Active, Inactive

9. Getting Benchmark Data from your site ctd. How do I get these numbers? • Database > Student, Admin, Contact, Employer > Search • Activity Log (Tools > Activity Logs) • Reports (Placements, Referrals, Observations, Jobs) • System Stats

10. Question Break

11. Commonly Unused Tools • Resource Library – what should I put in there? • Hotel Recommendations • Local Attractions • Student Demographics • System User Guides • Office Policies and Forms • Great websites and blogs • Use Home page memo to point out Resource Library • Resume Tips

12. Commonly Unused Tools Mass Change Note: ALWAYS run a report before doing a mass change • Is it on in your site? • How to check • Who it should be on for • Why you would use it • Example: • Changing Complete Profile from Yes to No to review profile at the beginning of each term or once per year

13. Commonly Unused Tools • Mass Email – use this for: • Scheduling future event emails • Sending regular newsletters • Setting up email templates

14. Commonly Unused Tools Things to keep an eye out for: • Login As • Record Counts (top of profile) • Post to Facebook or Twitter

15. Question Break

16. Additional Features Document Approval • Automate document approval • Document statuses Appointment Scheduler • Student Appointment Scheduling • Admin control over availability • Automatic notifications

17. Popular Updates to Profiles and Menus Popular Updates to Profiles and Menus- Review all forms • Recommended field name changes • Require fields • Add code values • Add administrative qualifiers/tags • Add fields • Password Security

18. Popular Updates to Profile and Menus Rename menus/buttons • Tools>Setup>Menus • Jobs menu • Schedules menu • Tools>Setup>Localization • Local Jobs tab • Submit Resume button • Tools>Setup>Memos • Instructions

19. Question Break

20. How to Avoid Duplicates Cleaning up and avoiding duplicates Note: Check out the CSO Staff Cheats: Tips and Tricks from CSO Insiders • How to run the report • How to use excel to find duplicates • How to re-link activity and delete duplicates

21. Disclaimer Statements • Disclaimer Statements Do you need a terms of use/disclaimer statement? • Where to put it? • Do users need to agree or for it to just exist? • Themes in Employer Disclaimer Statements: • Third party recruiter policies • Job posting guidelines • Employers offering commission only positions • Recruitment and on-campus interview policies • EEO and NACE professional standards • Themes in Employer Disclaimer Statements: • Third party recruiter policies • Job posting guidelines • Commission only position policies • On-campus Recruitment and interview policies • EEO and NACE professional standards

22. Best Practices • Assign a lead • Establish monthly, quarterly, and semester end goals • Limit the number of admins with Supervisor Access • Create a maintenance checklist

23. Question Break

24. Site Maintenance Summer Cleaning Item- Site Maintenance • Check admin accounts • Is everyone there that should be? • Inactivate old accounts • Make sure access levels are appropriate

25. Site Maintenance • Keeping it clean • Student Uploads • Creating New Account and/or Updating Existing Accounts • Getting Started - www.csoresearch.com/services_main/customstudentupload • Firewall • Easy to Remember/Unique Usernames • Regular cleanups • Mass Change

26. Site Maintenance • Review Search Criteria and Search Results pages, can we turn fields off? Does your Search Criteria page look like this?

27. Site Maintenance Update your banner - check out examples on www.csoresearch.com/marketing

28. Site Maintenance • Task list – clean it up

29. Site Maintenance Login as Users Often!

30. Questions

31. How did you do? • Is your site already making use of some of these great ideas? • Do you have any other best practices you have learned about that you would like to share?

32. Thanks for Attending! If you have any questions please contact the Support Team or your CRM! Join us at 6:00 pm for the Welcome Reception downstairs on the patio.